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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,998 | $49,249-47.2% | $70,476-63.1% | $79,852-67.4% |
| Participation rate | 15.0% | 69.2%-54.2pp | 75.1%-60.1pp | 69.6%-54.6pp |
| Annual return | 22.69% | 30.09%-7.4pp | 109.12%-86.4pp | 31.72%-9.0pp |
| Employer contribution / active EE | $399 | $2,100-81.0% | $2,738-85.4% | $2,471-83.9% |
| Participant deferral / active EE | $444 | $2,769-84.0% | $3,710-88.0% | $3,740-88.1% |
| Admin fee / account holder | $2,618 | $2,878-9.0% | $3,847-31.9% | $5,306-50.7% |